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iShares ESG Aware MSCI USA ETF

752 hedge funds and large institutions have $11.9B invested in iShares ESG Aware MSCI USA ETF in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 271 increasing their positions, 282 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 46

12% more capital invested

Capital invested by funds: $10.6B → $11.9B (+$1.28B)

8% more funds holding

Funds holding: 699752 (+53)

7% more funds holding in top 10

Funds holding in top 10: 4548 (+3)

1.02% more ownership

Funds ownership: 88.52%89.54% (+1%)

4% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 282

Holders
752
Holders Change
+53
Holders Change %
+7.58%
% of All Funds
10.96%
Holding in Top 10
48
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.67%
% of All Funds
0.7%
New
107
Increased
271
Reduced
282
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KV
276
Kickstand Ventures
New York
$1.77M -$934K -9,533 -36%
BRIA
277
Balanced Rock Investment Advisors
Massachusetts
$1.74M +$1.62M +16,591 New
SCA
278
Scott Capital Advisors
Oregon
$1.74M +$3.53K +36 +0.2%
GRP
279
Global Retirement Partners
California
$1.73M -$183K -1,869 -10%
FG
280
Foster Group
Iowa
$1.72M
WCM
281
Windham Capital Management
Massachusetts
$1.72M
SW
282
Simplicity Wealth
New Jersey
$1.72M +$366K +3,738 +30%
AWM
283
Axxcess Wealth Management
California
$1.72M -$116K -1,187 -7%
GC
284
Garde Capital
Washington
$1.71M +$17.4K +178 +1%
GWM
285
GSB Wealth Management
Connecticut
$1.71M +$35.7K +365 +2%
WAL
286
W Advisors LLC
Tennessee
$1.71M -$24K -245 -1%
GAM
287
Gould Asset Management
California
$1.67M +$23.5K +240 +2%
Barclays
288
Barclays
United Kingdom
$1.66M +$359K +3,665 +30%
RJT
289
Raymond James Trust
Florida
$1.66M -$27.1K -277 -2%
Comerica Bank
290
Comerica Bank
Texas
$1.66M -$19.8K -202 -1%
MHB
291
Midwest Heritage Bank
Iowa
$1.65M +$7.74K +79 +0.5%
IA
292
IFG Advisory
Georgia
$1.63M +$37.4K +382 +3%
OWM
293
Opes Wealth Management
California
$1.63M +$440K +4,492 +41%
ICP
294
Interchange Capital Partners
Pennsylvania
$1.61M +$14.7K +150 +1%
NA
295
Nottingham Advisors
New York
$1.61M -$66.8K -682 -4%
NB
296
NBT Bank
New York
$1.59M +$1.49M +15,193 New
HAG
297
HF Advisory Group
Maryland
$1.59M +$75.4K +770 +5%
LFA
298
Legacy Financial Advisors
Kentucky
$1.59M -$50.8K -519 -3%
CRI
299
Commonwealth Retirement Investments
Virginia
$1.58M +$11.4K +116 +0.8%
HPM
300
Hoxton Planning & Management
West Virginia
$1.56M -$244K -2,490 -14%